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Pegasystems
PEGA

Overview Fund Activity

264 hedge funds and large institutions have $2.52B invested in Pegasystems in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 93 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+26
Holders Change %
+10.92%
% of All Funds
3.83%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
54
Increased
93
Reduced
85
Closed
25
Calls
$45.2M
Puts
$14.8M
Net Calls
+$30.4M
Net Calls Change
+$27.4M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$34.8M
2
Walleye Capital
2
Walleye Capital
New York
$19.7M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$30M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$347M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$32.3M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$233M
2
LCG
2
Luxor Capital Group
New York
$41M
3
CCM
3
Cadian Capital Management
New York
$56.9M
4
TGA
4
TPG GP A
Texas
$182M
5
Fidelity International
5
Fidelity International
Bermuda
$5.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
226
Quadrant Capital Group
Ohio
$23.9K -$8.92K -276 -27%
UB
227
UMB Bank
Missouri
$19.7K – – –
CI Investments Inc
228
CI Investments Inc
Ontario, Canada
$18K +$3.39K +104 +23%
HCP
229
Hexagon Capital Partners
Arkansas
$17.6K +$11.3K +350 +180%
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$16.3K +$16.3K +520 New
ACA
231
Atlas Capital Advisors
Wyoming
$14.6K +$14.6K +452 New
PP
232
PFS Partners
New Jersey
$12.9K – – –
KFS
233
Kelly Financial Services
Massachusetts
$12.9K – – –
LC
234
Lindbrook Capital
California
$12.5K -$323 -10 -3%
MG
235
Mather Group
Illinois
$12.4K +$12.4K +508 New
MAM
236
Meeder Asset Management
Ohio
$10.3K +$10.3K +320 New
EWA
237
EverSource Wealth Advisors
Alabama
$9.45K -$475 -16 -5%
AP
238
Aspect Partners
Virginia
$7.06K – – –
BIA
239
Bell Investment Advisors
California
$6.27K +$1.29K +40 +26%
GI
240
GAMMA Investing
California
$5.56K +$3.81K +118 +219%
SAM
241
Smartleaf Asset Management
Massachusetts
$5.14K +$5.14K +158 New
LI
242
LRI Investments
Florida
$5.07K +$5.07K +156 New
CAL
243
Capital Advisors Ltd
Ohio
$4K – – –
MTIC
244
Missouri Trust & Investment Company
Missouri
$3.36K – – –
HPC
245
HM Payson & Co
Maine
$3.23K – – –
CTWM
246
Cherry Tree Wealth Management
Minnesota
$3.1K – – –
CA
247
Crewe Advisors
Utah
$2.65K – – –
PWMG
248
Private Wealth Management Group
New Jersey
$2.39K – – –
GRP
249
Global Retirement Partners
California
$1.81K – – –
GC
250
Globeflex Capital
California
$1.42K – – –
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